We practice law in California, and there is no state-level estate tax in our state, but there is a federal estate tax. This tax carries a 40 percent top rate that can significantly impact your family’s financial future if you face exposure. You can transfer unlimited assets to your spouse tax-free through the utilization of the unlimited marital deduction.
Topics covered in this report include:
- Wealth Preservation
- Family History
- Ethical Will
- Philanthropic Acts
- Educational Opportunities
Click here to read the whole article or download the PDF.
Latest posts by Caprice Collins (see all)
- Planning for California’s Proposition 19 - December 1, 2020
- Living Trust Protections for African Americans Against Medi-Cal Recovery - October 13, 2020
- Don’t Let the State Take Your Child’s Inheritance Just Because They’ve Gone to Jail - October 13, 2020